William Sylvia Jr, financial advisor South Easton MA

William Sylvia Jr

CRD Number: 5171182
Current Firm: Great Oak Capital Partners, LLC

William Sylvia Jr (CRD# 5171182) is an Investment Advisor Representative working at Great Oak Capital Partners, LLC in South Easton, MA and has over 12 years of experience in the finance industry. William Sylvia Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Great Oak Capital Partners, LLC South Easton, MA Nov 2015 - Current 4
Lpl Financial, LLC Warwick, RI Feb 2009 - Nov 2015 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2007
Contact Info for William R. Sylvia Jr
Phone Number: (508) 230-7100
Registered State(s):
  • FL
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    136
    MILLIONS
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $159,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, GA, MA, NH, RI, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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